Considerations for Enhanced Scheduling and Optimization
Before using Enhanced Scheduling and Optimization, make sure you review some considerations. These considerations highlight the differences in functionality between the older scheduling engine and Enhanced Scheduling and Optimization.
Required Editions
| Available in: Available in Lightning Experience and Salesforce Classic in these editions where Field Service is enabled: Enterprise, Unlimited, and Developer Editions |
This is a Field Service managed package feature.
Scheduling Policy Considerations
| Feature | CONSIDERATIONS |
|---|---|
| Fine-tuning a scheduling policy | Fine-Tune the Scheduling Policy |
| Scheduling policies | |
| Service objectives | Service objectives operate differently when you’re using Enhanced Scheduling and Optimization. |
| Work Rule Type: Count | Work Rule Type: Count Rule |
| Work Rule Type: Extended Match | Empty fields are handled differently if you’re using Enhanced Scheduling and Optimization. |
| Work Rule Type: Match Boolean | When you’re using Enhanced Scheduling and Optimization, if the Boolean field on the service resource is empty, the rule isn’t applied. |
| Work Rule Type: Match Fields | Match Fields work rules are supported for schedule optimization only when you’re using Enhanced Scheduling and Optimization. Also, empty fields are handled differently if you’re using Enhanced Scheduling and Optimization. |
| Work Rule Type: Match Skills | The Match Skills work rule includes an additional Skill Type Logic: At Least One Skill Matches (OR). |
| Work Rule Type: Match Territory | When you’re using Enhanced Scheduling and Optimization, if the service appointment territory field is empty, all service resources from all territories are considered valid candidates. |
| Work Rule Type: Match Time | Match Time work rules with custom date/time fields are fully supported for schedule optimization only when you’re using Enhanced Scheduling and Optimization. |
| Work Rule Type: Service Appointment Visiting Hours | Work Rule Type: Service Appointment Visiting Hours |
| Work Rule Type: Service Crew Resources Availability | You can define a maximum number of additional service resources when you’re using Enhanced Scheduling and Optimization. |
| Work Rule Type: Service Resource Availability | Work Rule Type: Service Resource Availability |
| Work Rule Type: Working Territories | Secondary service territory memberships are handled differently when you’re using Enhanced Scheduling and Optimization. |
| Using relevance groups in work rules and service objectives | Support for relevance groups can be different if you're using Enhanced Scheduling and Optimization. |
Optimization Considerations
| Feature | CONSIDERATIONS |
|---|---|
| Activate Field Service schedule optimization | When you’re using Enhanced Scheduling and Optimization, this activation isn’t required, because Enhanced Scheduling and Optimization uses a Platform Integration User. See Adopt and Implement Field Service Enhanced Scheduling and Optimization for guidance on how to enable Enhanced Scheduling and Optimization. |
| In-day optimization | The in-day optimizer run-time differs if you're using Enhanced Scheduling and Optimization. |
| Managing optimization conflicts | Manage Optimization Conflicts |
| Monitoring the progress of an optimization request | When you view the progress of an optimization request from the Gantt, the percentage completed isn’t shown if you’re using Enhanced Scheduling and Optimization. |
| Optimization Insights | Optimization Insights isn’t available if you’re using Enhanced Scheduling and Optimization. Use the Optimization Hub instead. Gain Visibility into Optimizations with Field Service Optimization Insights |
| Optimize Field Service appointments using priorities | Optimize Field Service Appointments Using Priorities |
| Optimizing rule-violating appointments | When you’re not using Enhanced Scheduling and Optimization, rule-violating service appointments can’t be optimized. When you’re using Enhanced Scheduling and Optimization, the engine can find an acceptable schedule for rule-violating service appointments or drop these appointments from the schedule. |
| Resource Schedule Optimization | If you select to only schedule appointments assigned to the service resource, the appointments considered for scheduling during optimization process differ if you’re using Enhanced Scheduling and Optimization. |
| Scheduled optimization jobs | When you set up a scheduled optimization job, the user interface and features differ if you’re using Enhanced Scheduling and Optimization. |
Resource and Availability Management Considerations
| Feature | CONSIDERATIONS |
|---|---|
| Defining capacity-based resources | Define Capacity-Based Resources |
| Reserve time sots for designated types of work | Reserve Time Slots for Designated Types of Work |
| Resource absences | When you're using Enhanced Scheduling and Optimization, resource absence isn't supported for capacity-based resources. Review the travel routing considerations for resource absences with no address. |
| Scheduling service crews | When you’re using Enhanced Scheduling and Optimization, a minimum crew size of 1 requires a crew, and the skill set considerations differ if you enable resource crew skill grouping. |
| Service crew membership | When you’re using Enhanced Scheduling and Optimization, you can set crew membership start times for any time of day. |
| Service resource efficiency | When you’re using Enhanced Scheduling and Optimization, service resource efficiency is rounded up, and resource efficiency isn't supported for capacity-based resoources. |
| Service territory operating hours and visiting hours | Guidelines for Creating Operating Hours for Field Service |
| Shift management | Field Service Guidelines for Shift Availability |
Other Scheduling Considerations
| Feature | CONSIDERATIONS |
|---|---|
| Apex customizations | What's the Fate of Older Salesforce Customizations? |
| Appointment booking performance | You can improve performance with gradeless appointment booking when you're using Enhanced Scheduling and Optimization. |
| Avoiding Apex CPU timeouts | Guidelines for Avoiding Apex CPU Timeouts in Field Service |
| Complex work | |
| Fix overlaps | |
| Multi-day service appointments | Considerations for Multiday Scheduling |
| Point-to-point predictive routing | Enhanced Scheduling and Optimization calculates travel time using point-to-point predictive routing. This routing is available if your region has the required map coverage level. The travel time calculation logic if the last service appointment of the day is at the same address as the service resource’s home base is different when you're using Enhanced Scheduling and Optimization. |
| Scheduling recipes | Scheduling recipes aren’t available when using Enhanced Scheduling and Optimization, which uses the Fix Schedule Overlaps automated flow instead. |
| Service appointment fields | Service Appointment Fields for Field Service |
| Sliding and reshuffling | Set Up Sliding and Reshuffling for Scheduling and Appointment Booking |
| Travel calculations | Set Up Routing for Travel Time Calculations |
| Travel mode in the Classic Dispatch Console map | You can view a service resource’s travel profile in the map’s route details pane in the Classic Dispatch Console if you’re using Enhanced Scheduling and Optimization. |
| Travel time on the Gantt | Travel time to the next appointment is shown on the Gantt before the lunch break. |
| Using priorities when booking and scheduling appointments | Schedule Appointments Using Priorities |
